13F institutional ownership facts

Institutions tracked

22

Reported value

$16,963,887.00

Reported shares

460,100

Latest filing period

Q2 2026

Top institutional holders

  1. Two Sigma Investments · $16,963,887 · 0.01%
  2. UBS Group · $84,264,026 · 0.01%
  3. Charles Schwab · $60,355,969 · 0.01%
  4. Cliff Asness - AQR Capital Management · $17,934,336 · 0.01%
  5. Morgan Stanley · $60,803,486 · <0.01%%
  6. David Solomon - Goldman Sachs · $19,527,569 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ETF-SCHM

Institutional Holdings

22

Top Institutions

Top Institutions

1

Two Sigma Investments

460,100 shares

0.01%

% of Portfolio

2

UBS Group

2,285,436 shares

0.01%

% of Portfolio

3

Charles Schwab

1,636,994 shares

0.01%

% of Portfolio

4

Cliff Asness - AQR Capital Management

486,421 shares

0.01%

% of Portfolio

5

Morgan Stanley

1,649,131 shares

NaN%

% of Portfolio

6

David Solomon - Goldman Sachs

529,633 shares

NaN%

% of Portfolio

7

Mike Hankin - Brown Advisory INC

21,241 shares

NaN%

% of Portfolio

8

PNC Financial Services

65,947 shares

NaN%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

415,997 shares

NaN%

% of Portfolio

10

Franklin Resources

94,974 shares

NaN%

% of Portfolio

11

Joel Greenblatt - Gotham Asset Management

5,989 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

887,355 shares

NaN%

% of Portfolio

13

Neuberger Berman

9,750 shares

NaN%

% of Portfolio

14

Ken Griffin - Citadel Advisors

8,212 shares

NaN%

% of Portfolio

15

Nuveen

10,492 shares

NaN%

% of Portfolio

16

Northern Trust Corp

10,852 shares

NaN%

% of Portfolio

17

Renaissance Technologies

0 shares

0.00%

% of Portfolio

18

BNP Paribas

0 shares

0.00%

% of Portfolio

19

Jane Street Group

0 shares

0.00%

% of Portfolio

20

Manning & Napier

7,980 shares

NaN%

% of Portfolio

21

Lazard Asset Management

0 shares

0.00%

% of Portfolio

22

New York Life Invest

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

38%

LARGE

36%

MEDIUM

34%

SMALL

-8%

Geographic Distribution

North America
68%
Europe
21%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

33

Sellers

31

Holders

79

New

20

Exited

14

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Insider TradingPRO

Trading Statistics

Insider Buyers

11

Insider Sellers

31

Purchase Value

$15.2M

Role Distribution

CEO
23%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

93

A+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
78
Recent Activity
66
Concentration
84
Momentum
77
Stability
65

Recent Actions

New

8

Increased

21

Decreased

17

Exited

2

Total

45

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